Delta Accumulation, LLC Hedge Fund

CIK: 0001808389 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $1,399,400 (100.0% shares, 0.0% debt)

Holdings (181)

COST COSTCO WHSL CORP NEW 9.1%
Value ($000) $127,185 Shares 173,600 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 5.4%
Value ($000) $75,095 Shares 102,500 Est. Cost Unrealized
MCK MCKESSON CORP 4.8%
Value ($000) $67,858 Shares 8,400 Est. Cost Unrealized
COR CENCORA INC 4.7%
Value ($000) $66,312 Shares 272,900 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 4.0%
Value ($000) $56,425 Shares 281,700 Est. Cost Unrealized
MCK MCKESSON CORP 3.4%
Value ($000) $47,833 Shares 2,100 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 3.4%
Value ($000) $47,402 Shares 258,000 Est. Cost Unrealized
COR CENCORA INC 3.2%
Value ($000) $44,856 Shares 184,600 Est. Cost Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $41,651 Shares 2,800 Est. Cost $356.02 Unrealized +12.1%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $38,077 Shares 190,100 Est. Cost Unrealized
QQQ INVESCO QQQ TR 2.5%
Value ($000) $35,032 Shares 17,000 Est. Cost $274.86 Unrealized
CBOE CBOE GLOBAL MKTS INC 2.4%
Value ($000) $33,531 Shares 182,500 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $31,960 Shares 9,600 Est. Cost Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $31,175 Shares 2,800 Est. Cost $356.02 Unrealized +12.1%
LLY LILLY ELI & CO 2.1%
Value ($000) $29,640 Shares 38,100 Est. Cost Unrealized
QQQ INVESCO QQQ TR 2.0%
Value ($000) $27,484 Shares 3,200 Est. Cost $274.86 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $26,938 Shares 3,100 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 1.9%
Value ($000) $25,961 Shares 232,000 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $21,334 Shares 44,300 Est. Cost $394.07 Unrealized +14.9%
CAH CARDINAL HEALTH INC 1.5%
Value ($000) $21,093 Shares 188,500 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $19,504 Shares 40,500 Est. Cost $394.07 Unrealized +14.9%
FAST FASTENAL CO 1.3%
Value ($000) $18,730 Shares 242,800 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 1.1%
Value ($000) $15,742 Shares 73,800 Est. Cost Unrealized
HSY HERSHEY CO 1.1%
Value ($000) $15,560 Shares 80,000 Est. Cost Unrealized
FAST FASTENAL CO 1.1%
Value ($000) $14,765 Shares 191,400 Est. Cost Unrealized
V VISA INC 1.0%
Value ($000) $14,261 Shares 3,400 Est. Cost $241.00 Unrealized +13.0%
V VISA INC 1.0%
Value ($000) $14,261 Shares 3,400 Est. Cost $241.00 Unrealized +13.0%
HLT HILTON WORLDWIDE HLDGS INC 0.9%
Value ($000) $12,436 Shares 58,300 Est. Cost Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $11,998 Shares 42,200 Est. Cost Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $11,998 Shares 42,200 Est. Cost Unrealized
LLY LILLY ELI & CO 0.8%
Value ($000) $11,514 Shares 14,800 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.8%
Value ($000) $10,982 Shares 5,300 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $10,140 Shares 53,100 Est. Cost Unrealized
ALL ALLSTATE CORP 0.7%
Value ($000) $9,464 Shares 54,700 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.7%
Value ($000) $9,357 Shares 6,500 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $8,861 Shares 46,400 Est. Cost Unrealized
ORCL ORACLE CORP 0.6%
Value ($000) $8,604 Shares 7,900 Est. Cost Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $8,398 Shares 8,200 Est. Cost Unrealized
ALL ALLSTATE CORP 0.6%
Value ($000) $8,374 Shares 48,400 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.6%
Value ($000) $8,107 Shares 10,800 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.5%
Value ($000) $7,673 Shares 6,500 Est. Cost Unrealized
TJX TJX COS INC NEW 0.5%
Value ($000) $7,566 Shares 8,200 Est. Cost Unrealized
HSY HERSHEY CO 0.5%
Value ($000) $6,632 Shares 34,100 Est. Cost Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $6,343 Shares 7,800 Est. Cost Unrealized
PFE PFIZER INC 0.4%
Value ($000) $5,839 Shares 76,000 Est. Cost Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $5,333 Shares 18,100 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.4%
Value ($000) $5,262 Shares 142,600 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.4%
Value ($000) $5,262 Shares 142,600 Est. Cost Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $5,206 Shares 104,300 Est. Cost $47.21 Unrealized 0.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $5,206 Shares 104,300 Est. Cost $47.21 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.4%
Value ($000) $5,050 Shares 64,600 Est. Cost Unrealized
CME CME GROUP INC 0.3%
Value ($000) $4,672 Shares 21,700 Est. Cost Unrealized
CME CME GROUP INC 0.3%
Value ($000) $4,672 Shares 21,700 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $4,434 Shares 70,600 Est. Cost Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $4,184 Shares 14,200 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.3%
Value ($000) $4,057 Shares 51,900 Est. Cost Unrealized
BLACKROCK INC 0.3%
Value ($000) $4,002 Shares 4,800 Est. Cost Unrealized
BLACKROCK INC 0.3%
Value ($000) $4,002 Shares 4,800 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $3,752 Shares 27,300 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $3,752 Shares 27,300 Est. Cost Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $3,745 Shares 6,000 Est. Cost Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $3,745 Shares 6,000 Est. Cost Unrealized
PFE PFIZER INC 0.3%
Value ($000) $3,730 Shares 58,700 Est. Cost Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $3,566 Shares 2,200 Est. Cost $214.63 Unrealized +9.8%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $3,557 Shares 65,600 Est. Cost Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $3,496 Shares 19,200 Est. Cost Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $3,496 Shares 19,200 Est. Cost Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $3,025 Shares 2,200 Est. Cost $214.63 Unrealized +9.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $3,020 Shares 60,500 Est. Cost $47.21 Unrealized 0.0%
WMT WALMART INC 0.2%
Value ($000) $2,996 Shares 36,600 Est. Cost Unrealized
WMT WALMART INC 0.2%
Value ($000) $2,996 Shares 36,600 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $2,625 Shares 6,700 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $2,625 Shares 6,700 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,595 Shares 6,100 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,595 Shares 6,100 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $2,541 Shares 1,400 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $2,541 Shares 1,400 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $2,497 Shares 10,000 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $2,497 Shares 10,000 Est. Cost Unrealized
ROST ROSS STORES INC 0.2%
Value ($000) $2,466 Shares 4,200 Est. Cost Unrealized
ROST ROSS STORES INC 0.2%
Value ($000) $2,466 Shares 4,200 Est. Cost Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,362 Shares 8,000 Est. Cost Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,362 Shares 8,000 Est. Cost Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $2,123 Shares 6,500 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $2,052 Shares 5,600 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $2,041 Shares 32,500 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,995 Shares 5,200 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,995 Shares 5,200 Est. Cost Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $1,980 Shares 28,300 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,935 Shares 8,500 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,935 Shares 8,500 Est. Cost Unrealized
NTAP NETAPP INC 0.1%
Value ($000) $1,910 Shares 9,100 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,880 Shares 2,100 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,880 Shares 2,100 Est. Cost Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,577 Shares 7,500 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,540 Shares 28,400 Est. Cost Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $1,495 Shares 33,448 Est. Cost $38.63 Unrealized +0.0%
USB US BANCORP DEL 0.1%
Value ($000) $1,493 Shares 33,400 Est. Cost $38.63 Unrealized +0.0%
USB US BANCORP DEL 0.1%
Value ($000) $1,493 Shares 33,400 Est. Cost $38.63 Unrealized +0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,384 Shares 4,900 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,384 Shares 4,900 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,333 Shares 14,800 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,333 Shares 14,800 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,300 Shares 16,300 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,300 Shares 16,300 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,295 Shares 8,301 Est. Cost $162.66 Unrealized -16.1%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,295 Shares 8,300 Est. Cost $162.66 Unrealized -16.1%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,295 Shares 8,300 Est. Cost $162.66 Unrealized -16.1%
TSN TYSON FOODS INC 0.1%
Value ($000) $1,175 Shares 20,005 Est. Cost $51.35 Unrealized 0.0%
TSN TYSON FOODS INC 0.1%
Value ($000) $1,169 Shares 19,900 Est. Cost $51.35 Unrealized 0.0%
TSN TYSON FOODS INC 0.1%
Value ($000) $1,169 Shares 19,900 Est. Cost $51.35 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,139 Shares 3,500 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,139 Shares 3,500 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,108 Shares 1,300 Est. Cost $86.56 Unrealized +82.2%
TMUS T-MOBILE US INC 0.1%
Value ($000) $1,077 Shares 6,600 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $1,077 Shares 6,600 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value ($000) $1,073 Shares 12,500 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value ($000) $1,073 Shares 12,500 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,066 Shares 9,400 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,066 Shares 9,400 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $1,064 Shares 27,300 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $1,064 Shares 27,300 Est. Cost Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,062 Shares 6,500 Est. Cost Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $1,056 Shares 6,900 Est. Cost $140.13 Unrealized 0.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $1,056 Shares 6,900 Est. Cost $140.13 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $1,044 Shares 4,100 Est. Cost Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,044 Shares 4,100 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,026 Shares 2,800 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $984 Shares 2,216 Est. Cost $274.86 Unrealized
NTAP NETAPP INC 0.1%
Value ($000) $955 Shares 9,100 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $834 Shares 2,500 Est. Cost $301.08 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $834 Shares 2,500 Est. Cost $301.08 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $834 Shares 2,500 Est. Cost $301.08 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $820 Shares 3,900 Est. Cost Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $791 Shares 11,300 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $779 Shares 6,700 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $779 Shares 6,700 Est. Cost Unrealized
MMM 3M CO 0.1%
Value ($000) $754 Shares 8,500 Est. Cost Unrealized
MMM 3M CO 0.1%
Value ($000) $754 Shares 8,500 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $715 Shares 16,500 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $715 Shares 16,500 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $680 Shares 1,616 Est. Cost $356.02 Unrealized +12.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $663 Shares 4,103 Est. Cost $110.41 Unrealized +27.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $663 Shares 4,100 Est. Cost $110.41 Unrealized +27.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $663 Shares 4,100 Est. Cost $110.41 Unrealized +27.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $654 Shares 4,400 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $654 Shares 4,400 Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $635 Shares 3,847 Est. Cost $151.39 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $627 Shares 3,800 Est. Cost $151.39 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $597 Shares 15,324 Est. Cost $37.29 Unrealized -10.5%
TFC TRUIST FINL CORP 0.0%
Value ($000) $596 Shares 15,300 Est. Cost $37.29 Unrealized -10.5%
TFC TRUIST FINL CORP 0.0%
Value ($000) $596 Shares 15,300 Est. Cost $37.29 Unrealized -10.5%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $491 Shares 1,020 Est. Cost $394.07 Unrealized +14.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $487 Shares 2,700 Est. Cost $105.68 Unrealized +65.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $452 Shares 500 Est. Cost $33.17 Unrealized +118.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $452 Shares 500 Est. Cost $33.17 Unrealized +118.4%
V VISA INC 0.0%
Value ($000) $437 Shares 1,567 Est. Cost $241.00 Unrealized +13.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $429 Shares 2,800 Est. Cost $140.13 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $382 Shares 1,100 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $382 Shares 1,100 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $376 Shares 7,700 Est. Cost $63.23 Unrealized -13.9%
Z ZILLOW GROUP INC 0.0%
Value ($000) $376 Shares 7,700 Est. Cost $63.23 Unrealized -13.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $375 Shares 1,320 Est. Cost $86.56 Unrealized +82.2%
XYZ BLOCK INC 0.0%
Value ($000) $372 Shares 2,200 Est. Cost $144.16 Unrealized -49.8%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $368 Shares 2,200 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $368 Shares 2,200 Est. Cost Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $358 Shares 2,114 Est. Cost $146.06 Unrealized +1.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $356 Shares 2,100 Est. Cost $146.06 Unrealized +1.7%
AAPL APPLE INC 0.0%
Value ($000) $314 Shares 1,831 Est. Cost $154.71 Unrealized +16.5%
UNP UNION PAC CORP 0.0%
Value ($000) $276 Shares 1,122 Est. Cost $214.63 Unrealized +9.8%
TSLA TESLA INC 0.0%
Value ($000) $246 Shares 1,400 Est. Cost $256.88 Unrealized -23.9%
BAC BANK AMERICA CORP 0.0%
Value ($000) $208 Shares 5,495 Est. Cost $41.02 Unrealized -20.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $190 Shares 2,079 Est. Cost $102.21 Unrealized -13.3%
XYZ BLOCK INC 0.0%
Value ($000) $188 Shares 2,225 Est. Cost $144.16 Unrealized -49.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $183 Shares 2,000 Est. Cost $102.21 Unrealized -13.3%
MRNA MODERNA INC 0.0%
Value ($000) $160 Shares 1,500 Est. Cost Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $79 Shares 40,000 Est. Cost $6.88 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $79 Shares 40,000 Est. Cost $6.88 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $69 Shares 395 Est. Cost $256.88 Unrealized -23.9%
BA BOEING CO 0.0%
Value ($000) $35 Shares 180 Est. Cost $194.99 Unrealized +5.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $4 Shares 73 Est. Cost $44.41 Unrealized +12.9%